• Coordinate all onboarding activities for clinical and administrative hires • Guide new hires through onboarding portals and ensure timely submission of required documents • Prepare and distribute offer letters, employment agreements, and onboarding packets • Coordinate background checks, drug screenings, and account setup • Collect and verify clinical licenses and certifications such as RN, LVN, PT, OT, CPR, immunizations, TB tests, and related records • Track and monitor credential expirations using HRIS or compliance systems • Send renewal reminders proactively and follow through until completion • Ensure compliance with state regulations, Medicare and Medicaid requirements, and accreditation standards • Initiate and manage background checks, OIG exclusions, and reference verifications through approved vendors • Review screening results and escalate any red flags to HR leadership • Maintain accurate records in compliance with FCRA, EEOC, and internal policies • Ensure all onboarding forms, credentialing documents, and training records are complete before orientation • Maintain personnel files with accuracy, confidentiality, and HIPAA compliance • Audit files regularly for completeness and accuracy • Identify opportunities to improve onboarding and credentialing workflows • Generate reports on onboarding status, credential compliance, and expiring documents

• Own the post-sale onboarding experience for new firms, from handoff through successful go-live and stabilization • Serve as the primary advocate for newly onboarded firms, ensuring their needs, concerns, and feedback are heard and addressed internally • Lead, mentor, and manage an onboarding team that conducts on-site and remote implementations, including travel planning and execution • Personally participate in on-site onboarding engagements as needed, particularly for complex or high-priority firms • Build and maintain structured onboarding plans, success metrics, timelines, and checklists tailored to each firm • Coordinate cross-functionally with Sales, Product, Customer Success, Engineering, Operations, Finance and leadership to ensure alignment and accountability • Develop and refine onboarding processes to improve consistency, efficiency, and client satisfaction • Manage scheduling across multiple firms, teams, and time zones with precision and flexibility • Identify risks or gaps early and proactively escalate or resolve issues before they impact the client experience • Create systems to track onboarding progress, outcomes, and performance metrics; report insights and trends to leadership • Act as a trusted senior presence for firm owners and leadership during a critical transition period

Aesthetix CRM, a leading provider of customer relationship management solutions for aesthetic practices, is seeking a dedicated and experienced Client Onboarding Manager to join our team. As a Client Onboarding Manager, you will be responsible for ensuring that our clients have a seamless onboarding process and a successful transition into using our software solutions. You will work closely with clients to understand their specific needs, manage onboarding tasks, and provide ongoing support and training to ensure their success. Individuals with a high sense or urgency and project management experience will thrive in this role. Responsibilities - Manage the onboarding process for new clients, including conducting up to 4 client meetings, gathering requirements, and setting expectations. - Develop and maintain standard onboarding processes and documentation. - Collaborate with cross-functional teams, including sales, product, and support, to ensure a smooth transition for clients. - Provide training and support to clients to help them optimize their use of our software solutions. - Address client concerns or issues during the onboarding process and escalate to the appropriate teams for resolution. - Monitor client progress during onboarding and ensure timely completion of milestones. - Proactively communicate with clients and their agencies to provide updates and gather feedback to ensure onboarding timelines are met. - Stay up-to-date with product enhancements and industry best practices to provide valuable insights and recommendations to clients.

• Build strong, trust-based relationships between Jobber and our key customers • Lead deep discovery conversations to understand each customer’s business goals, challenges, and operating environment • Guide customers through complex onboarding activities, including data migration, third-party integrations, digital payments, and team enablement • Deliver tailored onboarding experiences through 1-to-1 training, proactive outreach, email campaigns, and group sessions • Clearly articulate the value of Jobber’s products, features, services, and partner ecosystem in ways that resonate with each customer • Partner cross-functionally with Product, Engineering, Sales, and Customer Success to share insights, customer feedback, and improvement opportunities • Contribute to the optimization of internal onboarding processes and scalable best practices • Stay current on Jobber product updates, industry trends, and evolving customer needs • Act as a role model on the team by operating with integrity, accountability, and a commitment to excellence • Develop deep expertise in supporting home service businesses and become a thought leader in this space